+91-9316242668

DSA WEALTH

MANAGEMENT

We specialize in helping individuals and families achieve financial security with life insurance, health cover, and retirement plans. Along with protection, we also help you grow wealth through mutual funds and SIPs

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Take Charge of Your Life Protection Today

A guide in which the reasons for taking insurance are explained.

Why Life Insurance Is Important

Your Trusted Partner in Financial Growth & Protection

At DSA Wealth Management, we empower individuals and families to achieve long-term financial security and peace of mind.
Our expert team provides comprehensive solutions in life insurance, health protection, and retirement planning — ensuring that your future is well-secured.

Beyond protection, we also help you build and grow wealth through smart investments in mutual funds and SIPs, tailored to your unique goals.

About Us

Why Choose Us

  • Trusted Financial Advisors – Experienced professionals guiding you at every step
  • Customized Financial Plans – Designed around your life goals and priorities
  • Transparent & Honest Guidance – We believe in clarity, not complexity
  • Comprehensive Security Support – Safeguarding you and your family’s future
  • Expert Advisory Services – Backed by research, insight, and years of experience
  • End-to-End Assistance – From planning to execution and beyond
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Insurance & Financial Protection

Pure Term Insurance

  • High life cover, low premium
  • Optional Return of Premium (ROP)
  • Focused on pure protection

Term+ULIP Combo Plan

  • Life cover + investment growth
  • Flexible premiums & market-linked returns
  • Protects family while building wealth

Child & Education Plans

  • Secure your child’s education & future milestones
  • Guaranteed savings with insurance protection

Retirement & Pension

  • Build a steady retirement income
  • Enjoy financial independence after retirement

ULIPs & Wealth Plans

  • Dual benefit: insurance + long-term wealth creation
  • Flexible market-linked investment options

Health Insurance

  • Coverage for medical emergencies
  • Cashless facility & customizable plans

Mutual Funds & Investment Services

Mutual Funds

  • Invest in high-growth companies across sectors
  • Long-term wealth creation potential
  • Active & passive fund options

Debt Mutual Funds

  • Stable returns with low risk
  • Ideal for short-to-medium-term goals
  • Government and corporate bond exposure

Hybrid Funds

  • Mix of equity + debt for balanced risk
  • Suitable for moderate risk investors
  • Diversified portfolio in one fund

Systematic Investment Plans (SIPs)

  • Invest small amounts regularly
  • Harness the power of rupee cost averaging
  • Achieve long-term financial goals gradually

Tax Saving
Mutual Funds (ELSS)

  • Save taxes under Sec 80C
  • Potential for higher returns than traditional tax-saving instruments
  • Lock-in period: 3 years

Retirement & Goal-Oriented Investments

  • Build corpus for retirement, children’s education, or other milestones
  • Professional guidance to match investment horizon and risk profile

Our Comprehensive Services

Mutual
Funds

Diversify your portfolio with expert-recommended mutual funds tailored to your goals, risk appetite, and investment horizon.

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Investment Planning

From short-term gains to long-term wealth creation, we help you plan investments that match your aspirations.

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Retirement Planning

Secure your golden years with retirement plans designed to give you peace of mind and financial independence.

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Tax-Saving Investments

Maximize your wealth with smart investment options that also help you save on taxes.

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Wealth Management

A complete financial roadmap that balances growth, security, and legacy planning for your family’s future.

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The Smarter Way of Protection

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The Smarter Way to Invest In Mutual Fund

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What Client Say About Us

"DSA Wealth Management helped me choose the right mutual funds. Today, I feel financially secure and confident about my future."

Jatin S.
    Jatin S.

    "Their personalized investment planning really made a difference in my retirement savings."

    Priya Singh
      Priya Singh

      "DSA helped me start SIPs aligned with my long-term goals. My portfolio is growing steadily."

      Ramesh S.
        Ramesh S.

        "They simplified both investing and insurance for me. I now invest regularly and feel protected."

        Priya K.
          Priya K.

          Experienced, skilled, knowledgeable, adept, compassionate.

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          Contact Us

          Email

          dsawealth@gmail.com

          Phone

          +91 93162 42668

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